Retirement Group’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Retirement Group’s Portfolio SHAG Stock Details SHAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-518	Closed	-$24K	–	745
2022 Q4	$24K	Buy	518 +2	+0.4%	+$93	0.01%	250
2022 Q3	$24K	Buy	516 +2	+0.4%	+$95	0.02%	164
2022 Q2	$24K	Buy	514 +2	+0.4%	+$96	0.01%	292
2022 Q1	$25K	Sell	512 -867	-63%	-$42.9K	0.01%	305
2021 Q4	$70K	Buy	1,379 +5	+0.4%	+$254	0.03%	195
2021 Q3	$70K	Buy	1,374 +2	+0.1%	+$102	0.03%	192
2021 Q2	$70K	Sell	1,372 -2,382	-63%	-$122K	0.03%	197
2021 Q1	$191K	Sell	3,754 -648	-15%	-$33.2K	0.09%	135
2020 Q4	$226K	Sell	4,402 -874	-17%	-$45K	0.1%	117
2020 Q3	$272K	Buy	5,276 +120	+2%	+$6.19K	0.15%	106
2020 Q2	$266K	Buy	+5,156	New	+$263K	0.17%	92

Other funds holding SHAG

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Retirement Group's SHAG Position: Q1 2023 in Review

Retirement Group sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q1 2023, closing a stake of 518 shares — an estimated $24K sold.

Retirement Group first reported a position in SHAG in Q2 2020 and held it in 11 quarters. The position peaked at $272K in Q3 2020. 40 funds tracked by Wall St. Rank hold SHAG as of Q1 2023.

Retirement Group reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
Retirement Group sold 518 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2023, an estimated $24K.
Retirement Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2020 and held it in 11 quarters.
Retirement Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $272K in Q3 2020.
40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2023.

Based on Retirement Group's 13F filing for Q1 2023, filed 12 May 2023.